Allworth Financial’s RB Global RBA Stock Holding History

Allworth Financial’s Portfolio RBA Stock Details RBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$99.7K	Buy	856 +250	+41%	+$26.3K	﹤0.01%	1939
2026 Q1	$58.1K	Buy	606 +402	+197%	+$42.6K	﹤0.01%	2206
2025 Q4	$21K	Buy	204 +26	+15%	+$2.64K	﹤0.01%	2788
2025 Q3	$19.3K	Buy	178 +81	+84%	+$9.08K	﹤0.01%	2733
2025 Q2	$10.3K	Sell	97 -987	-91%	-$101K	﹤0.01%	2882
2025 Q1	$107K	Buy	1,084 +1,029	+1,871%	+$98.2K	﹤0.01%	1194
2024 Q4	$4.95K	Buy	55 +6	+12%	+$537	﹤0.01%	2770
2024 Q3	$3.94K	Buy	49 +20	+69%	+$1.62K	﹤0.01%	2676
2024 Q2	$2.31K	Buy	29 +9	+45%	+$674	﹤0.01%	2857
2024 Q1	$1.52K	Buy	20 +6	+43%	+$419	﹤0.01%	2922
2023 Q4	$937	Sell	14 -243	-95%	-$15.6K	﹤0.01%	2966
2023 Q3	$16K	Buy	257 +253	+6,325%	+$15.6K	﹤0.01%	1661
2023 Q2	$240	Sell	4 -27	-87%	-$1.52K	﹤0.01%	3063
2023 Q1	$1.75K	Buy	31 +4	+15%	+$236	﹤0.01%	2462
2022 Q4	$1.56K	Sell	27 -1	-4%	-$58	﹤0.01%	2325
2022 Q3	$2K	Hold	28	–	–	﹤0.01%	2206
2022 Q2	$2K	Buy	+28	New	+$1.64K	﹤0.01%	2025

Other funds holding RBA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Allworth Financial's RBA Position: Q2 2026 in Review

Allworth Financial increased its RB Global (RBA) stake by 41% in Q2 2026, buying an estimated $26.3K and bringing the position to 856 shares worth $99.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

Allworth Financial first reported a position in RBA in Q2 2022 and has held it in 17 quarters since. The position peaked at $107K in Q1 2025. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

Allworth Financial held 856 shares of RB Global worth $99.7K as of Q2 2026.
Allworth Financial bought 250 RB Global shares in Q2 2026, an estimated $26.3K.
RB Global made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1939 holding.
Allworth Financial first reported a position in RB Global in Q2 2022 and has held it in 17 quarters since.
Allworth Financial's RB Global position peaked at $107K in Q1 2025.
559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.